Financial Planning

Posted Mar. 30, 2022
The NCAA Men’s and Women's Basketball Tournament – the pinnacle of the sport – is upon us. This three-week long tournament attracts attention far beyond the alumni of the respective schools. For reference, the 2022 men's championship game between Kansas and UNC captured the attention...
Topics: Financial Planning, YeskeBuie Millennial

Posted Mar. 02, 2022
Last Updated: May 21, 2026  We hear it in political news, in public media, and in personal conversations: the cost of higher education can feel outrageous. And as costs continue to rise, family and students can find themselves wondering, how do we pay for that...
Topics: Financial Planning

Posted Jan. 27, 2022
Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning

Posted Jan. 20, 2022
As the saying goes, “nothing is certain except death and taxes.” That said, no one likes to be confronted with a surprise bill from Uncle Sam, so today we uncover some specifics of the stealth tax, or the alternative minimum tax (AMT). The AMT can...
Topics: Financial Planning

Posted Jan. 06, 2022
While we all know that Shakespeare is poetic, a real question many people ask is ‘do I really need renters insurance?’ Our view is, to have, or not to have – is that really a question?! The most common responses for why people don’t have...
Topics: Financial Planning

Posted Nov. 27, 2021
According to the National Retail Federation, more than 165 million people are expected to shop the sales for Black Friday. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend...
Topics: Financial Planning

Posted Oct. 28, 2021
Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...
Topics: Financial Planning

Posted Oct. 23, 2021
A Roth conversion is a taxable transfer of assets from your traditional, SEP, or SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth...
Topics: Financial Planning
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